RIA Intel›Advisers›Massachusetts›VALUE FINANCIAL SERVICES CORP.

VALUE FINANCIAL SERVICES CORP.

Advisory

MA

Data as of Nov 5, 2021 · Source: SEC Form ADV

Rank in MA
#1,450
of 1,590 advisers by AUM
Average account
$438K
across 21 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Nov 5, 2021.

Total AUM
$9M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

SONDHI CAPITAL, LLC
$9M
CENTRE STREET CAMBRIDGE CORPORATION
$9M
R.A.I. FINANCIAL SERVICES, INC.
LYNNFIELD, MA
$9M
M STREET CAPITAL, LLC
$9M
TRUENORTH FINANCIAL PLANNING, LLC
$9M
RAKATANSKY FINANCIAL LLC
SUBUDRY, MA
$9M

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